Seeking Alpha

The_American

The_American
Send Message
View as an RSS Feed
View The_American's Comments BY TICKER:
Latest  |  Highest rated
  • Cramer's Lightning Round - McDonald's Is High On The Food Chain (11/22/11) [View article]
    BFRE.OB can potentially be the next WNR. The CEO has been on CNN twice already and of course Chinas 4th Largest Utility Company Huadian Corporation funded it to get the technology on the cheap just by throwing a doggy bone and creating a joint venture with revolutionary technology. Like the Back to the Future Delorean car
    China will build their plants using American Innovation and technology and at least we will build ours. GE , WM , ADM could have done the same and just bought them out or joint venture project. At least it would have stayed at home.
    These iceos just pinch pennies for their quarterly earnings and then they come and go.
    Some CEOs do good but most do not with no accountability and should be based on performance. Then we can see America GROW.
    MCD is great dividend payer. So is DUK
    Nov 25, 2011. 10:24 AM | Likes Like |Link to Comment
  • Bernstein And Ricardo Report: Cheap Will Beat Cool In Vehicle Electrification [View article]
    Well John. I guess we should stick with Oil and stop innovating. Why bother with Solar and Wind either as you seem to indicate. Can't can't can't seems to be your attitude. Oh yes, we will switch over from 1 liquid Gold to another liquid gold of Nat gas and that will create ALL the jobs in America. I bet Exxon employs 1/2 the United States. While I'm sure Nat gas will employ people riddle me this.
    How on EARTH in 1936 did we create the Hoover Dam which produces over 4 BILLIONkw of Electricity a year? We have companies with proven technology to use the under currents in the ocean OPTT. Then you have CPST that are doing it on their own.
    We already have BIOF that can run the jet engines to the airline industry and change the industry and they can actually be profitable.
    The potential is their and proven sir. It's our lack of will power and lack of funding where a company like GE can pick up any one of these companies and start to revolutionize.
    Open your eyes-read Barron's
    "To give an indication of what House members' outperformance is worth, investing at the stock market's long-term total return of 10% would mean $10,000 would grow to $25,937 in 10 years. But with their special investment acumen, their 16.8% annual returns would leave them with $47,253 in 10 years."
    If you had access to GE or one of the Big Dow Companies that are sitting on TRILLIONS in cash along with their scientist and engineers like America use to do and actually break NEW ground like America use to do with some Risk and Radical thinking like America use to do and have some REAL GROWTH like America use to have and get it done if someone would step forward. There are things Of Americans still carry is hard work and "Breakthroughs"
    Oh yes "Uncertainty" is why Corporate America is sitting on their largest stockpiles of cash. And Furing, not Hiring.
    If we have the same old STATUS QUO I'll tell you right here right now the only thing that is certain is if we have anymore Americans like you talking like the "cant" camp we will have our own Greek Tragedy!
    Nov 25, 2011. 09:56 AM | 1 Like Like |Link to Comment
  • Why Gold Is Not A Safe Haven [View article]
    I pray SLV & GLD comes down. I worked on Wall Street and CNBC is like watching Sesame Street for the exception of a few they put on. When there is a sell off. It's ALL goes down. The VIXX is what scares me. We are in the most volatile markets we have seen in History. Moves of 2-3% is great for traders but for investors it's scary and there is record low volumes. Treasuries are up 8%. Gold & Silver up 20-30 percent. These prices are sustained at these levels and the Miners have just starting to come out of the works and have made moves much greater than the comeback of the S&P I recommended in my stock picks which outperformed any fund manager, hedge fund, trader. These guys are in their own little world daily.
    China opens their own Precious Metals Exchange in June of 2012 so they can buy Gold GLD / IAU & Silver SLV / PLTM / PALL in their own currency.
    They have accused the U.S. & EU of surpressing the price of metals which we do. It's no secret nor Rocket Science.
    The Chinese Finance Minister said Gold should be at 5000 per ounce and Silver should be between 6-900 per ounce depending on demand. This was in FORBES.
    They are laying their groundwork and for anyone who would under estimate the Chinese is like under estimating your biggest competitor. They study our Tactics, History, they know our every move and Counter with Precision.
    They have more Internet Users than we have in our entire population.
    They are the 2nd largest economy with a annual GDP troth rate that dwarfs that of Japan. They cut there Rare Earths, they just cut their Silver Exports by 5%. They are the largest thieves of Intellectual Property & Piracy in the world.
    We have Google they have BIDU
    We have Apple they have Lobovo-both made by the same factory at FoxCon
    There are many more to fill 50 pages from GE to Boeing to Raytheon etc.
    Their actions speak for themselves and their best friends are North Korea, Iran, Russia laying their groundwork buying gas, oil' gold in records numbers very quietly.
    Every Major Economist will tell you that within 10-20 years TOPS they will be the largest Economy in the World.
    When they no longer need to rely on the U.S. Not only will we have built their cities, gave the hundreds of TRILLIONS in Future Revenues along with American Jobs that no economist would be able to quantify, we handed it to them on a Silver Platter & Paid them to do it. In return for cheap Labor
    The U.S. Has the largest debt in History with NO growth. GDP of 2.5 was due to higher food & energy prices.
    WE THE PEOPLE make up 70% of GDP
    We will LOOSE our status as The World Reserve Currency. We need the largest Investment in the U.S. To jump start our stagnated Economy. A National Smart Grid Infrastructure Project
    Something not only BIG but SMART like The Manhattan Project.
    Multinationals are doing GREAT with TRILLIONS in Cash & they are not hiring, they are firing in the U.S. speak of "Uncertaintity". The only thing is certain is The Status Quo with Corporations & Corrupt Politicians on ALL sides of the Isle dictating Policy will KILL The United States of America & Our Children's & Their Childrens Future.
    At the end of the day Gold & Silver are the only things long term that have been proven creations of Wealth. I would rather invest in that than a company with high paid ICEOs that come and go and just pinch pennies to make their quarterly earnings with no REAL Growth from once they came were Americas Greatest Corporations who had Morals. My opinion they should have Fiduciary & Moral Obligation to invest back in America.
    Nov 22, 2011. 05:17 AM | 2 Likes Like |Link to Comment
  • Euro Crisis To Further Hurt Gold And Silver [View article]
    GLD & SLV can be sustained although the downside to SLV would bottom out at or around 28 & GLD may bottom out at 1500 in some worst case scenarios with UUP which is the Bullish Dollar Index. You make some good point but I think if the EUO goes to 1.31 or below GOLD will rally. Remember do not fight the Fed so as long as there are low rates' easy money there will be only so much with the U.S having the largest debt is U.S. History. So there will be diversification. The days of Gold going back to 3-5-800 dollars nor is Silver going back to 4 will never happen again.
    This is not the 80s anymore & if it did it would be a dream come true. By 2012 is not looking good and an economic slowdown is on the horizon and long term GLD & SLV I would bet on as part of my portfolio. You also have to look at Political Gridlock that can lead to Social Unrest and high USO OIL prices and a New Geopolitical Landscape. There is also a Currency War where everyone tries to devalue the currency which becomes a Zero Sum Game and if Europe does crack Gold will go parabolic and there is still a risk in recession. To many unknown but I do not fight the Fed and USD goes UUP that will surpress precious metal prices.
    Backlash- in June of 2012 China opens their own Precious Metals Exchange so they can buy in their own currency. They have accused the U.S. & EU of surpressing the price of Gold and Silver DBS SLV GLD IAU which GLD should be at 5000 per ounce & Silver SLV should be between 6-900 per ounce depending on demand (Forbes Article) based on the amount of debt & Money Printing throughout the world.
    China will eventually become the largest economy in the world. They will have their problems and they will have their solutions with a 7% Growth Rate as the 2nd largest Economy dwarfed that of Japan. This is every Major Economists thesis from JPM MS GS.
    What will the world look like then?
    Nov 21, 2011. 08:24 AM | Likes Like |Link to Comment
  • The FINS: 4 Horsemen Of The Stock Market Apocalypse [View article]
    How much in Future Losses in Lost Revenue & GDP will it take the day China no longer needs us. I ask this question again & again with no REAL answer. Today they sabotage our own military equipment which means they know how our supply chain works. On top of that they are the largest thieves of stolen Intellectual Property Right and Piracy. For what? Cheap Labor? Does anyone think long term? Are we as short sighted to only care about quarterly earnings and that short sighted? They have already cut their Rare Earth Exports, They are buying Gold in Record numbers and they have the best of BOTH worlds of U.S. & EU technology. They are just 1/2 the size of our economy. Within 10 years or less they will be par and eventually surpass us. What will it be like then? The Dow Jones Industrial Average and the S & P valuations keep coming down and will continue to do so if our American Companies and our Government do not start thinking of a transitional strategy to move out and build our country at home and leave them destitute. If we do not they will eventually turn on us and the U.S. Will be a Barron Wasteland. Imagine if Rockefeller, Carnegie, Mellon, Ford came out of their grave and drove through Michigan? Great article Eric on top of the 4 Horsemen I think we need to do something so RADICAL, so outside the box, so unpredictable and so MASSIVE. A Revolution, something equivalent to The Manhattan Project, Invert the Economy. The 15 Trilllion in debt could have made every American a Millionaire which would have in itself created more GDP and something that we desparately need.
    GRASS ROOTS GROWTH - there was once upon a time that our government did what it was intended to do set up by The Constitution of The United States and that was to help the economy thrive. Every year there is another rule, law at The Federal Level and then there are more rules and laws created at the State Level year after year to the point you need a permit to breathe. The CEO of Home Depot once said on CNBC Squawk Box that he could never had started his business if he had to start it today because of so much regulation.
    We need to revive our own Economy and our Country. If we do not we will loose the status as the World Reserve Currency and that would be the tip of the Iceberg. What would happen if China dumped all of our debt. This day will come if we do not think Radical. China is hard at work to become the largest economy in the world and they are not for us. Look at the actions, language and tone now and they are laying their groundwork with precision. Their best friends are North Korea, Iran and Russia. Look at the Forbes Billionaire list. Many are Russian in the Metals Business. Who do you think is buying it all? And as our alliances with other countries diminish As blowback because our quality of life and our economic strength will dwindle.
    What do you think the world will be like then?
    Nov 20, 2011. 03:37 PM | 1 Like Like |Link to Comment
  • U.S. Housing Gridlock Can Be Solved By Reducing Principal [View article]
    This is where the Banks are penny wise and pound foolish but i would say they are both. Everybody knows the banks are not lending and you can literally go back to the days of FDR where the same scenarios were talking place on a much different scale. People with good credit cannot even take advantage of refinancing their homes with such low rates.
    I agree with Lowry that not all BUT people who are underwater and have the ability to pay which is a majority not a minority will not do so unless they fundamentally fix the problems because either way there will be write downs write offs and losses with the overhang of supply and not enough demand.
    There has already been TRILLIONS of dollars lost between home ownership and TRILLIONS have been lost in shareholder value. The underlying security of a publicly traded company such as BAC is a direct reflection on their performance. The stock is now trading below it's book value,
    You take non performing loans and restructure them. Plain & Simple. This is not Rocket Science as they restructure loans the more they do the more capital inflows come back into the banking system and if they would just do this you would see a rally in the bank stocks and more importantly you would minimize further declines in home values which would have an absolute domino effect and lead to lower prices, stagnation, and a further decline in the markets.
    The flip side The banks would start to report stronger earnings which would lead to stronger balance sheets which would lead to more lending which would lead to an increase in consumer spending, the unemployment rate may come down a bit because the contractors, plumbers, electricians and so on would be working and you would have a different domino effect and they would restore confidence in the financial system.
    Either way the Status Quo has to Go as it is not working, it has not been working, nor will it be working anytime in the future for years and the President should be looking at the lessons and History of FDR who happens to be one of the Great Presidents of the United States of America and forged into our history books.
    I will post in my blog about the FDR lessons and how Fannie may worked for over 40 years until it became publicly traded and was never intended for Wall Street. In fact it was Created to keep Wall Street out of Housing all together.
    Nov 19, 2011. 07:52 PM | Likes Like |Link to Comment
  • U.S. Housing Gridlock Can Be Solved By Reducing Principal [View article]
    The Fed has really done all they can do and if you went with mr logics idea his house if he has one would be worth a lot less. In fact it would effect ALL of America. I worked on Wall Street for many years and trillion of dollars in net worth would decline. Mr. Logic u have ur points but we are in unchartered territory and a calculator does not lie. First THIS ENTIRE DEBATE comes down to banks not lending. When you own a company big or small your purpose is to serve your customers. Why are the largest bank stocks trading at 52 week lows or sideways fr the past few years? You need to follow the money! They have the sweetest deal on the planet. They get money from the fed at ZERO interest rates and they are taking that money and instead of lending they are rolling them over and over in treasuries and they are doing this with TRILLIONS of dollars. The best part about it Mr. Logic is they are doing it with YOUR money. LOL. The joke is on all of US! The American People. The ones who make up 70% of GDP. Understand how Wall Street operates. These are FACTS! BAC - Bank of America not only has the worst CEO, they are trading below book value. The Great Depression Occured Due to Lack of of Credit and happened several years later after the stock market crash of 1929. History can certainly repeat itself. Look at Florida. Houses in Boca Raton that were once worth roughly a million dollars are at 1/4 price. They are not being bought because the banks are not lending. If you went with your thesis you would have the WORST overhang in US History and your Net Worth along with the rest of America would get hit and if we went with your thesis you would have cash buyers are very little who would be able to get loans so the house next door to you can sit on the market held by the bank maybe boarded up with weeds 6 ft Tall and you turn the country into a Barron Wasteland. Let's not forget of the TRILLIONS of dollars that were already lost in shareholder value who have owned BAC, JPM, WFC, USB and Merril Lynch which was always a 60-80-120 dollar stock that people relied on paying dividends as a form of income. They use your money and still do. If you own a mutual fund- how do you think that works. Do you think Soros or Paulson or Blackrock or any of these banks and firms use their money. Open your eyes and i mean that with all respect to anyone that reads this because its scary. I would leverage your money 10-1 trade all day long buying huge blocks of stock for a 1/4 or 1/2 along with armies of other traders that worked at other firms making billions and the American People are left with crumbs of a 5-7% return if your lucky! Thomas Jefferson once quoted "Banks can do more damage then standing armies" and here is your proof on a platter. 70-80% of all mutual funds do not even outperform the S&P Index. In the last 10 years the S&P has gone nowhere. So with the easy money and low rates that nobody has access to and after 5 years you still have high unemployment, now we hit the 15 Trillion in debt meanwhile I have not seen a building or bridge or any investment in the country so we have the largest debt in U.S. History and in the World. If your idea of fixing housing is to dump it all on the open market mr logic?Not only will the banks go under your Net Worth along with every other Homeowner would decrease and lets try to refinance then. (Thats a Joke) 10 of our largest banks in the U.S. Control approx 80% of ALL U.S. Assets. That should scare you enough. And record closings of small banks because they cannot meet the large capital requirements set fourth by our government which was orchestrated with precision by our lobbyists. The people that sit in Congress & the Senate are not exactly rocket scientists.
    - Would you like to talk about Socialism? So now we have the Super Dooper Stupid Committee that are arguing over a 4% increase in taxes. Nothing about Education, Energy, Innovation, the things that actually allow the private sector to grow.
    If you went with Mr Logics idea of dumping all these houses on the open market there would not be enough demand of buying and greed would come to play. This would be equivalent if China dumped our debt on the open market and they do own most of our debt.
    This would be a similar scenario. It would be China winning World War III without firing a single bullet as we would turn into a 3rd world country overnight and it would cost you 20 dollars for a gallon of gas. That is a FACT but they need us for now.
    Mr logic would dump the houses and people like us or investors would get jolted like 2008 all over again so we wait. They will wait for it to go down further and as an investor I certainly would not buy right away myself and neither would you! This is a good and logical article and the banks should be lending and helping those that can afford it. I am sure there are many that did not.
    Heres is a Logical Scenario what would happen-
    You would see an increase in consumer spending, the unemployment rate would go down a bit and guess what. Bank stocks would rocket because they would start to have capital flows go back into the system. It's not Rocket Science. It's all about the Bucks!
    Nov 19, 2011. 02:11 PM | Likes Like |Link to Comment
  • China A Long Way From A Hard Landing [View article]
    For anyone who under estimates China were probably the same fools who laughed when Japan first came to the U.S. With the Honda Accord. Now they make cars that rival Mercedes Benz and look at us. General Motors was once the largest car maker in the world and they went bankrupt. Part Labor, Part Rick and Bob Lutz. They are still out of their minds. What car company would ride a bet on one car in this Economy. GM has their heads in Mars and Bob Lutz sold ALL his stock prior to GM bankruptcy!
    Think about the thousands of hard working Americans who lost their benefits, pensions, and their savings. These people sHould be held acceptable for the piss poor management over the years. Again Regan guys. Other Countries that do not exist. This is their thought process which is still with many CEOs today.
    We are globalizing but the Baby Boomers who still have Reaganomics in their DNA forget that that was then and this is now and there are other Countries in the world that do exists.
    They are investing in their education so they will have Nobel Prize winners. We need to focus on America and think RADICAL to pull out half our Corporations.
    - Do you think Boeing is a stock that I would buy and hold long term because they signed a multi billion dollar contract with China?
    China just saved themselves hundreds of billions in engineering so they will redesign and within 2 years they will start making planes fr 1/2 the price to cut into the market share
    We have Google they did BIDU
    We have Apple they have Lobovo both made by FoxCon
    I worked on Wall Street and I'm proud to be an American but fr those of you who take China lightly have already made mistake number one in competition.
    Never underestimate your Competitor
    By the way they are now the worlds largest car market
    Oil is at 100 due to demand. This is not 1980
    There middle class is rising with more Millionaires being created by the day while our Middle Class was carved out
    They have more Internet users than we have in our Population
    Every Major Economist from Harvard to Goldman Sachs, JP Morgan etc say that 20 years or less than will be the largest economy in the world.
    If Eisenhower were President Jeff Immelt the CEO og GE who is now our Jobs Czar has outsourced more jobs than anyone would have been jailed as a Communist and between him and Brian Moynihan from Bank of America combined have lost TRILLIONS of dollars in net worths and shareholder value and countless jobs. These are the people running some of Americas Largest Corporations. If you find that to be a good thing than you need you to read more and stop watching CNBC. If you do the opposite of what they say you will make money.
    The BIGGEST question America has to ask itself and this goes to all the Economists is despite the fact we have already lost TRILLIONS and have 15 Trillion in debt with nothing to show for it.
    I have not seen a skyscraper erected from 9/11 which is over 10 years.
    We now have to worry about State Municipalities going Bankrupt as Jefferson County which is the largest in American History.
    We have all these LARGEST bailouts, bankruptcies and dirty deals that get flipped over to the tax payer.
    I WANT A FULL REFUND! And so does every other American.
    Banks are not lending
    The next large thing should be The Manhattan Project
    A Fully Integrated National Smart Grid Infrastructure Plan from the Federal Government to each State working with Private Sector which would create jobs AND
    National Security on Our Energy Policy
    I'm all for Nat Gas as PART solution but not going from one liquid gold to another. That's just stupid and I am a full supporter of the Pickens Plan. At least he is doing something.
    We need to clean up our own backyard and work on fair and balanced trade.

    China has a lot they can use just like we do and study our every move. They probably have a Satelite over The White House, CIA, NSA and every other agency and we are to stupid to even check because every move we make they counter with precision. They already bugged these agencies servers and CPUs. You tube it. This is REAL and was on the news!
    Again the future loss in Revenues, Valuations and jobs with doing business in China is going to be much worse if there is no fair trade agreement. I would challenge ANY Economist on this issue as valuations keep coming down to Anybody on CNBC anytime for America!Any statement to under estimate the Chinese is of PURE ignorance. We have entered into a New Cold War with China of Resources and the alliances of Countries they are very close to with Russia, Iran, Noth Korea just the tip of the iceberg. You see, the joke is going to be on us within the next 10-20 years if we do not shift gears from our CORRUPT politicians to the Real iCEOs who are intermediate and as short sighted as a politician but most of them have no REAL morals. They are just over paid and they all came from the same club. There is the top 1% and within the 1% there are also huge disparities. The point is they do not care about the companies because they have no stake in them and then look at the results. Our largest corporations that are run by these people have NO MORALS and they focus their growth in China which is. A huge market however I cannot for the life of me understand how they can have TRILLIONS on the sidelines and the bottom line is we need a REAL GAME CHANGER otherwise the country will never be the same and we owe it to our children. The U.S. And EU have their things made from Tupperware to the very top of the food chain to American Soldiers serving overseas and important military components which is ALL Made in China! Take a look at the skyline of Shanghai or Beijing. It makes New York City look like Gotham City. Here are facts of China, you see they have a Long Term Plan and they Yareli executing it with precision. Look at us - America. We are 13 + Trillion in Debt with nothing to show for it. I use to work on Wall Street and the CEOs who run Americas largest companies having fallen so low that Walmart cut their employees benefits just to make their quarterly earnings report. Do you think if Sam Walton were alive he would do that? That is DISGRACEFUL! So why we pinch pennies on quarterly earnings here is what China is doing and take my words and Google it, you tube it. I do not care. These are FACTS.
    China has 97% of the Rare Earth Market and cut exports in half. E had no choice but to immediately open Molycorp back up as necessity and National Security. We use Rare Earths foe everyday things and for Military Applications.
    China has purchased GOLD in record numbers this year. In 2012 China is opening their own Precious Metals Exchange so they can buy Gold , Silver , Platinum , Palladium in their own Currency as they are setting the stage to debunk the United States to eventually become the World Reserve Currency. They have already openly accused to U.S. And EU of surpressing the price of Gold which by their calculation should be at least 5000 per ounce and Silver should be between 6-900 per ounce depending on demand. This was in a Forbes article recently. They are encouraging their citizens to buy gold & silver to help their country grow in wealth.
    They are now the 2nd Largest Economy in the world with a 7+% growth rate which dwarfed that of Japan and every major Economist within 10 years they will be par with the U.S. And after that they will become the Largest Economy in the World.
    We have our goods made their which in the Long Term will cost us TRILLIONS in lost Revenue along with many more American Jobs.
    China is the largest thief of Intellectual Property, Piracy to the point they cloned Oracles Software and their Government uses it in Beijing.
    There are the largest holders of our debt and are now doing back door deals with American Companies only having a 49% stake and in return for cheap labor.
    Look at Google, Apple , Microsoft ( when Bill gates was running it) oracle ith Larry Ellison. If you invested in those companies you did very well because these were the people who built it and run it. If you invested 10k in the S&P 10 years ago it's worth the same 10k today because we have no growth. With a dysfunctional government over the last 30 years of back door deals along with Corporate lobbyists have come home as they are the ones that dictate policy.
    If we do not REVERSE gears where the government and private sector separate and work together to develop a National Smart Grid & Infrastructure Plan as similar to The Manhattan Project I fear for our children's future.
    I am all for Nat Gas as PART of a solution but not to sell America to go from one liquid Gold to another. It's ridiculous!
    In 1936 The Hoover Dam was built and produces over 4 BILLIONkw of electricity a year. 70 years later and a QUANTUM LEAP in technology from Solar. Wind , Kinetic , Geothermal , Hydrpower ect we can do MUCH better. I would like to think Americans are smarter than that.
    It's a JOKE when Exxon continues their Commercials on how they are going to change renewable is worse than the old Magazines of the Doctors who prefered to smoke Camel Cigarettes over Marlborough because they were better for you. If anyone believes that I have The Brooklyn Bridge to sell you for $5 dollars.
    The REAL question any Economist cannot answer is how many TRILLIONS has it already cost us in not only giving away our technology to China but paying them to do it. There will come a day they will no longer need us.
    There will come a day that they can dump our debt on the open market which would be an equivalent to a World War III without firing a single bullet.
    Our dollar would be worth nothing and we would be paying 20 dollars for a gallon of gas.
    What will America look like then?
    What will our Children's Education be like then?
    Numbers do not lie, Wages have been flat since the 80s! That's 30 years! The durations of time period in our employment and recession recoveries are staggering and scary and getting worse. This is not the days of Reagan when Brazil was a 3rd World Country and Chinas only skyscraper was in Hong Kong.
    The fact that we chose Oil Entitlements over NASA shows the Corruption in our Government is RAMPANT in our face with these politicians BS Foundations & BS Organizations is the tip of the Iceberg. NASA invented the processor along with satellite , Telecom , Communications , Solar which Eventually created INDUSTRY.
    We need RADICAL AMERICAN thinking. Outside the box. FREE ELECTRICITY.
    FACT - cover 3% of Arizonas land mass would electrify the Unted States. Even if there off a few Decimals you put Wind turbines off the coasts. They are much nicer than those electric plants with black coils that blow up on occasion.
    FACT- if we did this not only would we have secured a National Security Plan on Energy you would have an IMMEDIATE increase in consumer spending, The National Savings Rate would increase, the unemployment would go down because business would hire on GRASS ROOTS DEMAND and GROWTH right here at home. All I hear is we can't can't can't can't . BS - We CAN !
    Nov 13, 2011. 05:44 PM | 1 Like Like |Link to Comment
  • China A Long Way From A Hard Landing [View article]
    Any statement to under estimate China is of PURE ignorance. We have entered into a New Cold War with China of Resources and the alliances of Countries they are very close to with Russia, Iran, Noth Korea just the tip of the iceberg. You see, the joke is going to be on us within the next 10-20 years if we do not shift gears from our CORRUPT politicians to the Real iCEOs who are intermediate and as short sighted as a politician but most of them have no REAL morals. They are just over paid and they all came from the same club. There is the top 1% and within the 1% there are also huge disparities. The point is they do not care about the companies because they have no stake in them and then look at the results. Our largest corporations that are run by these people have NO MORALS and they focus their growth in China which is. A huge market however I cannot for the life of me understand how they can have TRILLIONS on the sidelines and the bottom line is we need a REAL GAME CHANGER otherwise the country will never be the same and we owe it to our children. The U.S. And EU have their things made from Tupperware to the very top of the food chain to American Soldiers serving overseas and important military components which is ALL Made in China! Take a look at the skyline of Shanghai or Beijing. It makes New York City look like Gotham City. Here are facts of China, you see they have a Long Term Plan and they executing it with precision.
    There government is MUCH more efficient.
    Look at us - America. We are 13 + Trillion in Debt with nothing to show for it. I use to work on Wall Street and the CEOs who run Americas largest companies having fallen so low that Walmart cut their employees benefits just to make their quarterly earnings report. Do you think if Sam Walton were alive he would do that? That is DISGRACEFUL! So why we pinch pennies on quarterly earnings here is what China is doing and take my words and Google it, you tube it. I do not care.
    These are FACTS.
    China has 97% of the Rare Earth Market and cut exports in half. E had no choice but to immediately open Molycorp back up as necessity and National Security. We use Rare Earths foe everyday things and for Military Applications.
    China has purchased GOLD in record numbers this year. In 2012 China is opening their own Precious Metals Exchange so they can buy Gold , Silver , Platinum , Palladium in their own Currency as they are setting the stage to debunk the United States to eventually become the World Reserve Currency. They have already openly accused to U.S. And EU of surpressing the price of Gold which by their calculation should be at least 5000 per ounce and Silver should be between 6-900 per ounce depending on demand. This was in a Forbes article recently. They are encouraging their citizens to buy gold & silver to help their country grow in wealth.
    They are now the 2nd Largest Economy in the world with a 7+% growth rate which dwarfed that of Japan and every major Economist within 10 years they will be par with the U.S. And after that they will become the Largest Economy in the World.
    We have our goods made their which in the Long Term will cost us TRILLIONS in lost Revenue along with many more American Jobs.
    China is the largest thief of Intellectual Property, Piracy to the point they cloned Oracles Software and their Government uses it in Beijing.
    There are the largest holders of our debt and are now doing back door deals with American Companies only having a 49% stake and in return for cheap labor. Maybe it was good 20 years ago but now it's killing us softly.
    Look at Google, Apple , Microsoft ( when Bill gates was running it) oracle ith Larry Ellison. If you invested in those companies you did very well because these were the people who built it and run it. If you invested 10k in the S&P 10 years ago it's worth the same 10k today because we have NO growth. With a dysfunctional government over the last 30 years of back door deals along with Corporate lobbyists have come home as they are the ones that dictate policy.
    Evaluating the S&P is a direct evaluation on America.
    If we do not REVERSE gears where the government and private sector separate and work together instead of embedded to develop a National Smart Grid & Infrastructure Plan as A GAME CHANGER similar to The Manhattan Project I fear for our children's future.
    I am all for Nat Gas as PART of a solution but not to sell America to go from one liquid Gold to another. It's ridiculous!
    In 1936 The Hoover Dam was built and produces over 4 BILLIONkw of electricity a year. 70 years later and a QUANTUM LEAP in technology from Solar. Wind , Kinetic , Geothermal , Hydrpower ect we can do MUCH better. I would like to think Americans are smarter than that.
    It's a JOKE when Exxon continues their Commercials on how they are going to change renewable is worse than the old Magazines of the Doctors who prefered to smoke Camel Cigarettes over Marlborough because they were better for you. If anyone believes that I have The Brooklyn Bridge to sell you for $5 dollars.
    The REAL question any Economist cannot answer is how many TRILLIONS has it already cost us in not only giving away our technology to China but paying them to do it. There will come a day they will no longer need us.
    There will come a day that they can dump our debt on the open market which would be an equivalent to a World War III without firing a single bullet.
    Our dollar would be worth nothing and we would be paying 20 dollars for a gallon of gas.
    What will America look like then?
    What will our Children's Education be like then?
    President Eisenhower was the only President who was also General and watch his outgoing speech. He saw it back then and said we should never let our American Companies and Politicians commingle in the might of the vast "Industrial Military Complex". You can utube it.
    Numbers do not lie, Wages have been flat since the 80s! That's 30 years! The durations of time period in our employment and recession recoveries are staggering and scary and getting worse. This is not the days of Reagan when Brazil was a 3rd World Country and Chinas only skyscraper was in Hong Kong.
    The fact that we chose Oil Entitlements over NASA shows the CORRUPTION in our Government is RAMPANT in our face with these politicians BS Foundations & BS Organizations is the tip of the Iceberg. NASA invented the processor along with satellite , Telecom , Communications , Solar which Eventually created INDUSTRY.
    We need RADICAL AMERICAN thinking. Outside the box. FREE ELECTRICITY.
    FACT - cover 3% of Arizonas land mass would electrify the Unted States. Even if there off a few Decimals you put Wind turbines off the coasts. They are much nicer than those electric plants with black coils that blow up on occasion.
    FACT- if we did this not only would we have secured a National Security Plan on Energy you would have an IMMEDIATE increase in consumer spending, The National Savings Rate would increase, the unemployment would go down because business would hire on GRASS ROOTS DEMAND and GROWTH right here at home. All I hear is we can't can't can't can't . BS - We CAN !
    FACT - China will have their issues and they will also have their solutions. I read these comments and I can only say you should read NYT Thomas Friedmans last 2 books. The World is Flat and That or They use to be Us which is all about China and it's scary. China is on their game. They study us, they even use our own old tricks. They actually had little bugs they put in Americas Pentagon NSA CIA to tap into our networks. It was on the news for a total of 5 minutes. They are half our size. What do you think they are going to be like when they become greater tha us and their friends are Russia, Iran, North Korea. Americas Favorites. WAKE UP America. The Russians already told China they should dump our debt. Thst to is also a FACT. China declined because they rely on our economy for NOW. Lets speak of the future. We need some REAL LEADERSHIP. That Presidential Debate scared me even more for our Future. Between 999, the guy that has no clue on what type of govt agencies we have and the flip flopping fish is all to scary for me.
    Nov 13, 2011. 01:42 PM | 2 Likes Like |Link to Comment
  • Risk On, In Case You Haven't Noticed [View article]
    I have worked on Wall Street long enough to say for every chart one has to show I can show you 3. There is absolutely NOTHING to even quantify or justify anything about our unemployment numbersnand the Macro view of jobs data although we should always hope for improvement. By the way it's not rocket science to expect it to be a bit better for people that are hiring for the holiday season. You do not have to be a Rocket Scientist at NASA to figure that out. Do not try and control the masses with the unemployment numbers that are likely here to stay. Do not try to encode this to the people as 9% unemployment is here to stay. There is nothing on the horizon and I constantly bang the drum that we need a REAL GAME CHANGER. I'm for a pipeline of Nat Gas as PART of a solution. Everyday Americans get loaded with lies like Exxon is going to Champion a new energy source. When I see those commercials it reminds me of the old magazines where the doctor who preferred to smoke Camel Cigarettes because that was better. Is the big plan to go from one liquid gold to another? With a QUANTUM LEAP in technology today we can do better with Solar, Wind, Geothermal, Kinetic Energy Nanotechnology , Hydropower ect. There was once a time before I was born America did great things. The Hoover Dam was built in 1936 and produces 4 BILLIONkw in electricity per year. So why the status quo? The risk on trade is on and in on for the long term if you do not reavaluate our Nation. You can compare the S&P and it has not gone anywhere in the last 10 years. Most investments in the DJIA have not performed at all which is a direct correlation that we have had NO GROWTH! We are 15 Trillion in debt with NOTHING to show for it. Between government working with Americas largest Coroprations which have iCEOs who come and go there should be obligation to our own Country. If we do not do something Unpredictable & Radical to change course the Country will never be the same. I am astonished with all the facts, figures, charts how we are Nootka taking ANY steps to thing long term for the future and Security of America and Our Children.
    Nov 13, 2011. 06:00 AM | 2 Likes Like |Link to Comment
  • Following The Big Money To Gold [View article]
    Gold and Silver are about the only thing I would invest in long term. As Gen X it is the only true form of preservation of Wealth. CEOs of Corporations will come and Go and they will fluctuate with the price of that stock depending on their performance as CEO. Most have lead to nowhere and are simply overpaid where you can see it in the reflection of their performance and the stock performance. GM, GE , MSFT, WM, INTC and many more. The numbers are scary. These are some of Ameicas largest companies that have gone nowhere The only American Companies that have done well are the ones who built it themselves from the ground up and made it successful. Unfortunately they are coming few and far between. Gold & Silver is Economics 101 as Supply & Demand as Population Grows, Record Deficits, Money Printing, Globalization etc. It just does not pay a dividend. You can stare at it for thousand years it will not pay a dividend so you can find some great miners instead.
    Nov 8, 2011. 07:19 AM | 2 Likes Like |Link to Comment
  • Following The Big Money To Gold [View article]
    When we decided to go off the Gold Standard many years ago it basically was due to the fact that the U.S. Dollar was the safe haven of all currency around the world. Now they look at us and since we now have the largest debt of 15 Trillion dollars in debt that is unsustainable the value of the dollar naturally comes down. Not rocket science. The biggest problem is the entire world is trying to devalue their currency which is a zero sum game. Gold at 1750 can be the next leg up I'm sure w ith extreme volatility on the way. Just follow the money. Central Banks are buying and. The Elephant in the room is China is opening their own Prrecious Metals Exchange in 2012 so they can buy in their own Currency. As long as there are low rates, massive debt around the globe and money printing it will keep up the price of GLD and SLV I think is the best buy of all precious metals. You can find some great miners as prices are sustained at these levels. Even if Gold went to 1500 these Miners are going to have explosive growth. You have to do your homework as all miners are not created equal.
    Nov 7, 2011. 09:46 AM | 5 Likes Like |Link to Comment
  • Sprint Goes All-In On The iPhone: How Will It End? [View article]
    Sprint has gone through many ups and downs. Maybe they start a price war. They have 4 G networks set up. I get dropped calls all day on T . I think T has to invest in major upgrade to handle the amount of data which will come down to their bottom line. CLWR is also in the action. Somethings brewing
    Nov 6, 2011. 04:27 PM | Likes Like |Link to Comment
  • Waste Management's Yield Back Above 4%: Now May Be The Time To Buy - Again [View article]
    If it's stocks to talk about no need to look further for charts. You put 10 analysts in a room and ask them about WM you will get 10 different answers. DUK is a much better and safer buy with great dividend and yield. Track record impeccable. Great Management. Love to buy on a pullback. They also have an excellent portfolio of Energy if your looking long term. I was the Retirement Planning Specialist at Morgan Stanley. The buy and hold for 30 years is over. World is moving much faster and you should check the durations of your portfolio in shorter time periods. You will also do well with REITs for the next few years with Record Foreclosures people are now renting and rental market is STRONG. It will be like this for a while and they pay out even better on yield. Try to find ones with low Betas to avoid the volatility in the markets. If you have a stronger stomach then there are the MLPs and Metal Miners as Precious Metal Prices continue to stay at these levels. Those you need to be careful as they are volatile but you can do very well with the right ones. You are more than welcome to check my stock pics in the time periods that I listed them.
    Nov 6, 2011. 02:25 PM | Likes Like |Link to Comment
  • Waste Management's Yield Back Above 4%: Now May Be The Time To Buy - Again [View article]
    Ok. I promise I will start using paragraphs. Thank you for the feedback.
    Nov 6, 2011. 01:51 PM | Likes Like |Link to Comment
COMMENTS STATS
149 Comments
171 Likes